Amanda Edwards · Applications Developer · Silver Trophy

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Not with any native functionality. You can create a script to close work orders on a schedule. The issue is you will not be able to review the potential issues/variances prior to closing the work order if you do this. The close work orders page allows you to add a variance percentage filter and close work orders in bulk…

Good Morning, There is a suite answers (67893) that shows how to create a report that show what was posted to the inventory accounts for the related Item fulfillment. receipt, and transfer order. Is this what you are looking for? Or are you looking to see the quantity and details of each transaction? Solution To create the…

you can create a customer vendor relationship with one entity. To save a record as another type: Edit the existing record. Click the Relationships subtab. Click the Plus icon below the Other Relationships field. Hold Ctrl and make your selections to create more than one other type of records. Click Save. When you update…

I apologize I missed that, I cannot think of anything that would disable the field besides the setup. If I think of anything I will let you know.

Answer is C

When you checked after updating the role, did you log out and back in? When you change permissions you have to log out and back in for them to take effect.

Try to set a relative criteria of 7 days ago, This will allow the search to only email the results from the last 7 days. Or find a criteria that works for your range.

Do you have Multi-Location Inventory and Advanced Inventory Management enabled in your account? To use that setup you would have to have those enabled. Also, know that if you use reorder point supply method, and you attempt to auto calculate it will have one setting that will auto-calculate all locations.

So with after field edit you have it set to the field that would be edited to control the other fields display type, if you change the type, it should make the display type normal. Make sure you have the correct field selected that you want the action to happen on. Is the parent case category sourced from anything? If it…

Can you share your criteria, This is how I would update the search to use the item fulfillment. I used date this month just to make an example and have a smaller set of examples… When I check the results without sum or group, I do not see any duplicates Let me know if that helps.

Are you attempting to show the item fulfilments rather than the sales orders? What are you wanting to sum?

I agree that is a limitation and you cannot import customer deposits. There are two options. You can manually create the deposits on the sales order so that they will be applied when the order is invoiced or you can import them as payments and will need to manually apply them when the orders are invoiced.

that is the event trigger for hat is the trigger set to? All, after record submit, before record load?

we have had complaints since our upgrade but I am trying to find out if it is isolated to a particular transaction or not.

I see cogs line is false but not tax line on your criteria. You have a vendor joined field. If you are pulling the vendor name try main line name instead of the joined value.

how do you have your units of measure conversion set up and your item units set up?

Work orders use the routing times to determine the amount of time each operation will take per work order. That will get multiplies for the number of products on a work order. It will use the work calendars associated with the work centers to determine how many days the work order will take to complete.

have you tried it without the context condition?

You may be able to show the quantity in hand in the same style with a workbook or a saved search.

Forward Scheduling

what do you have set for your workflow trigger? Is the workflow trigger on create or on view and update or both?

true - custom advanced pdfs

Anytime, I'm happy I was able to help. :)

Your filter would be the date of the receipt i believe. This would only show the count for receipts within those dates

You would count the created from for the number of purchase orders and you can filter by date

What are you wanting to show on the KPI? How many orders are late?

The expected receipt date is on the line level. You will need to have Main Line False and use the Applied To Transaction…Expected Receipt Date Field accomplish this KPI. You will want to add a criteria that the expected receipt date is not empty as well.

I am not sure I completely understand what you are asking. Are you looking for the standard sales order transaction form? You will not be able to assign a custom printable form to the standard transaction form. You would have to customize the standard transaction form in order to assign a custom printed form. If you are…